+451.0%
AMP vs RACE
+729.2%
-278.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.4% |
| 7D | +3.9% | -1.2% | +5.1% | +4.6% |
| 30D | +5.1% | +6.1% | -1.0% | +2.0% |
| 3M | -8.7% | -0.3% | -8.4% | -8.8% |
| 6M | +11.4% | +23.4% | -12.0% | -1.7% |
| YTD | +7.3% | +12.5% | -5.2% | -2.2% |
| 1Y | +14.6% | -0.5% | +15.0% | +11.7% |
| 3Y | +61.2% | +23.6% | +37.6% | +25.8% |
| 5Y | +81.0% | +65.4% | +15.6% | +12.4% |
| All | +451.0% | +729.2% | -278.1% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling